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Creating Reports

To view other members' data in each report type, users must have the appropriate permissions within the Team:

  • General Report: Requires VIEW TEAM SCHEDULE and VIEW TEAM WORKLOG permissions.

  • Scheduled Time: Requires VIEW TEAM SCHEDULE permission.

  • Logged Time: Requires VIEW TEAM WORKLOG permission.

Learn more about Team Permission in TeamBoard TimePlanner.

 

Creating a New Report

Step 1: Access to the Reports tab on the sidebar

Step 2: Select your report type and click the + New Report button to get started.

  • General: Provides a summary of logged time, scheduled work, and capacity usage.

  • Scheduled Time: Shows planned time allocation across resources and projects

  • Logged Time: Gives a detailed view of time logged by users on tasks and events.

 

Step 3: Follow the detailed guide in each report type.


Learn more:

→ Editing & Deleting Reports

→ Sharing Reports

 To view other members' data in each report type, users must have the appropriate permissions within the Team:

  • General Report: Requires VIEW TEAM SCHEDULE and VIEW TEAM WORKLOG permissions.

  • Scheduled Time: Requires VIEW TEAM SCHEDULE permission.

  • Logged Time: Requires VIEW TEAM WORKLOG permission.

Learn more about Team Permission in TeamBoard TimePlanner.

 

Creating a New Report

Step 1: Access to the Reports tab on the sidebar

Step 2: Select your report type and click the + New Report button to get started.

  • General: Provides a summary of logged time, scheduled work, and capacity usage.

  • Scheduled Time: Shows planned time allocation across resources and projects

  • Logged Time: Gives a detailed view of time logged by users on tasks and events.

 

Step 3: Follow the detailed guide in each report type.


Learn more:

→ Editing & Deleting Reports

→ Sharing Reports

 

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